Associate Director, Sales

Centurion Asset Management; Toronto; On-site; CAD 75,000 - 90,000; Full time

Job summary

A financial services company located in Toronto is seeking an Associate Director of Sales. The role involves managing dealer relationships, generating leads, and ensuring compliance with industry standards. Ideal candidates will have a strong sales background, fluency in English and French, and proficiency in MS Office. This is a full-time opportunity that offers room for professional growth.

Qualifications

• 3 to 5 years of experience in sales, sales support, or client service.
• Experience in the securities and/or real estate industries is a plus.
• Excellent follow-up skills to resolve problems effectively.

Responsibilities

• Develop relationships with Investment Advisors and Dealers.
• Support Wholesaler in client management.
• Generate leads through proactive outreach.

Skills

Sales performance

Client services

Interpersonal communication

Problem-solving

Detail-oriented

Bilingual (English and French)

Education

Post-secondary degree or diploma in business or related field

Tools

MS Office (Word, PowerPoint, Excel)

Job description

Overview

Reporting to the Vice President of National Advisor Sales, the Associate Director of Sales is responsible for completing all assigned inside sales responsibilities, directly working with an assigned Wholesaler to support wholesale-related sales activities and dealer relations for Centurion Asset Management Inc.

The Associate Director of Sales is accountable for the management of wholesale sales-related resources for Centurion Asset Management Inc., ensuring that sales of Units to qualified investors are effectively and efficiently administered according to established standards and within established budgets.

Responsibilities

• Relationship Development: Develop and foster positive relationships with Investment Advisors, Dealers, Head Offices and key stakeholders to expand product distribution throughout the assigned wholesale channel. Provide contact follow-up for wholesale sales events.
• Dealer and Advisor Relations: Support the Wholesaler in the management of their existing Dealer and Advisor base, by professionally handling inquiries and requests to ensure a high level of client satisfaction through consistent attention to Centurion's Vision, Mission and Values.
• Lead Generation: Generate new leads through proactive calls and emails to prospective Dealers, providing interested parties with information and materials as requested. Secure and organize seminars, meetings, presentations and conference calls for the assigned Wholesaler.
• Ongoing Operations: Respond to inquiries and requests or redirect calls as needed. Manage the assigned wholesale territory contacts and marketing materials databases and provide Advisors and Brokers with current marketing materials as required. Organize and update Advisor and Dealer company records. Maintain and update the CRM system. Prepare for, and assist as required at, trade shows, presentations, meetings and other events. Provide contact follow-up for all events. Assist with the calendar management of Wholesalers, coordinating meetings and organizing travel arrangements as required. Draft and distribute information emails/newsletters to Agents and Dealer companies.
• Industry and Product Knowledge: Gather industry knowledge, observe the development of industry competitors and maintain a constant awareness of the competitive environment for similar products. Review the performance of competitors and report on key issues as necessary to the Executive Vice President of Investment Sales.
• Compliance: Adhere to compliance procedures and regulatory requirements at all times, ensuring that materials are reviewed and approved by the Chief Compliance Officer prior to distribution to external parties. Complete other duties as assigned.

Qualifications

• A passion for excellence in sales performance and client services;
• Post-secondary degree or diploma in business or related field;
• Minimum 3 to 5 years’ experience in sales, sales support, or client service;
• Experience in the securities and/or real estate industries is considered an asset;
• Fluently bilingual both written and spoken in English and French is considered an asset;
• Self-starter; highly motivated and able to take the initiative required to achieve set goals and objectives;
• Exceptional interpersonal, oral and written communication skills with the ability to present ideas effectively to both individuals and groups;
• Excellent follow-up skills with the ability to effectively resolve problems in a timely manner using relevant information, sound reasoning and common sense;
• Detail-oriented with excellent organizational skills and a strong ability to multi-task;
• Excellent command of MS Office products: Word, PowerPoint, Excel; and
• Passing the Exempt Market Dealer Representative course exam within 3 months from date of hire is a conditional requirement.

Centurion Asset Management Inc. | Centurion Property Associates Inc. is an inclusive and equal opportunity Employer. If you require a disability-related accommodation to participate in the recruitment process, please email us. We will accommodate your needs under the Ontario Human Rights Code. This posting is for an existing job vacancy.